CARTMEL PRIORY TRUST CIO

Registered charity 1197202 · accounts filings on the Charity Commission register

Religious activities

Causes: Religious Activities · Grant history (this charity is a funder) · Get email alerts

Latest income

£103k

Latest spending

£84k

Registered

2021

Accounts read

FY2024

Financial health, per its FY2024 accounts

The accounts state that the charity holds total reserves of £2,471,242, comprising £1,783,925 in endowment funds and £687,317 in unrestricted funds. The trustees confirm that free, unrestricted reserves of £311,722 are considered an appropriate level and that adequate assets are available to fulfil obligations. The financial review indicates a satisfactory position with investments increasing in value during the year.

Automated summary of the FY2024 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts independently examined (not a full audit). Discloses 3 of 6 completeness components.

Register events

Received assets from another charity (25/05/2022) — per the register’s event history; asset transfers typically record mergers or reorganisations.

Trustees · trustee networks

Jacqueline Sandra Williams
John Christopher Iveson
Louise Catherine Thomson
Paul Arthur Chamberlain
Rev NICHOLAS EDWARD DEVENISH · trustee of 3 other charities
Wendy Ann Ellis

Trustee list from the Charity Commission register (current, not historical).

Operates in: Cumbria

Income and spending

Financial year end	Income	Spending
31/12/2025	£103k	£84k
31/12/2024	£91k	£76k
31/12/2023	£85k	£26k
31/12/2022	£79k	£41k

Common questions

Is CARTMEL PRIORY TRUST CIO financially healthy?

Per its FY2024 accounts: The accounts state that the charity holds total reserves of £2,471,242, comprising £1,783,925 in endowment funds and £687,317 in unrestricted funds. The trustees confirm that free, unrestricted reserves of £311,722 are considered an appropriate level and that adequate assets are available to fulfil obligations. The financial review indicates a satisfactory position with investments increasing in value during the year. Its FY2024 accounts were independently examined.

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Funder	Similar charities funded	Amount to them
JEREMY ALEXANDER SETTLEMENT	1	£165k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST MARTIN CAMBERLEY.

THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST MARTIN CAMBERLEY income £113k
ST MARY'S PRIORY FERNHAM RESIDUAL FUND income £140k
THE PRIORY FOUNDATION income £160k
CARTREF LIMITED income £181k
FMM GENERALATE UK CIO income £196k
THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST PHILEMON TOXTETH income £142k

Side by side with its peers

Charity	Income	Top pay band	Reserves vs policy	Fundraising cost	Going concern
CARTMEL PRIORY TRUST CIO	£103k	—	unclear	—	no doubt
THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST MARTIN CAMBERLEY FY2024	£113k	—	unclear	—	no doubt
ST MARY'S PRIORY FERNHAM RESIDUAL FUND FY2024	£140k	—	above	—	no doubt
THE PRIORY FOUNDATION FY2025	£160k	—	above	—	no doubt
CARTREF LIMITED FY2025	£181k	—	unclear	—	no doubt
FMM GENERALATE UK CIO FY2025	£196k	—	above	—	no doubt

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.